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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,605 | $60,349-74.1% | $74,184-79.0% | $62,881-75.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.47% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $821 | $1,680-51.1% | $2,370-65.4% | $2,281-64.0% |
| Participant deferral / active EE | $1,114 | $2,856-61.0% | $3,550-68.6% | $3,203-65.2% |
| Admin fee / account holder | $1,982 | $4,261-53.5% | $5,586-64.5% | $4,296-53.9% |